SEC 13F Intelligence

ANNXANNEXON INC

CUSIP 03589W102 · Yahoo Finance ↗ · Google Finance ↗

Annexon Inc (ANNX) has 217 institutional holders in Filings Flow’s 13F database, together reporting 156.07M shares worth $855M as of Q1 2026. The largest reported holders are Redmile Group, LLC, Blackrock, Inc., and FMR LLC.

Institutional Holders
217
Q1 2026
Reported Value
$855M
Ticker
ANNX
Quarters Tracked
6

Ownership Trend

Institutional holders
Q2 ’21: 60Q2 ’21Q4 ’21: 85Q4 ’21Q4 ’22: 74Q4 ’22Q4 ’25: 165Q4 ’25Q1 ’26: 217Q1 ’26Q2 ’26: 6Q2 ’26filingsflow.com
Total reported value
Q2 ’21: $668MQ2 ’21Q4 ’21: $330MQ4 ’21Q4 ’22: $186MQ4 ’22Q4 ’25: $679MQ4 ’25Q1 ’26: $855MQ1 ’26Q2 ’26: $11MQ2 ’26filingsflow.com

Holders

Mixed quarters
Manager% of PortfolioValueSharesQuarter
Redmile Group, LLC$1.5B AUM5.34%$81M14.55MQ1 2026OLDER
MAK CAPITAL ONE LLC$679M AUM3.86%$26M4.72MQ1 2026OLDER
GREAT POINT PARTNERS LLC$435M AUM3.18%$14M2.50MQ1 2026OLDER
Bain Capital Life Sciences Investors, LLC$1.1B AUM2.60%$29M5.21MQ1 2026OLDER
Palo Alto Investors LP$654M AUM2.50%$16M2.95MQ1 2026OLDER
Opaleye Management Inc.$759M AUM1.70%$13M2.33MQ1 2026OLDER
BVF INC/IL$3.1B AUM1.54%$48M8.70MQ1 2026OLDER
Tetragon Partners GP Ltd$515M AUM1.39%$7M1.29MQ1 2026OLDER
SPHERA FUNDS MANAGEMENT LTD.$630M AUM1.28%$7M1.32MQ4 2025OLDER
Ishara Investments LP$106M AUM0.91%$965,345174.3KQ1 2026OLDER
Bellevue Group AG$4.2B AUM0.68%$29M5.16MQ1 2026OLDER
Siren, L.L.C.$3.6B AUM0.61%$22M3.96MQ1 2026OLDER
DIADEMA PARTNERS LP$588M AUM0.46%$3M486.1KQ1 2026OLDER
Rosalind Advisors, Inc.$249M AUM0.45%$1M200.0KQ1 2026OLDER
SIRIOS CAPITAL MANAGEMENT L P$825M AUM0.39%$3M575.1KQ1 2026OLDER
Parkman Healthcare Partners LLC$970M AUM0.39%$4M674.0KQ1 2026OLDER
Board of Trustees of The Leland Stanford Junior University$849M AUM0.31%$3M482.6KQ1 2026OLDER
SILVERARC CAPITAL MANAGEMENT, LLC$980M AUM0.28%$3M496.5KQ1 2026OLDER
Rhenman & Partners Asset Management AB$810M AUM0.28%$3M823.0KQ3 2025OLDER
Ikarian Capital, LLC$1.2B AUM0.26%$3M580.2KQ1 2026OLDER
Persistent Asset Partners Ltd$268M AUM0.16%$431,57734.5KQ1 2026OLDER
DAFNA Capital Management LLC$440M AUM0.15%$652,678117.8KQ1 2026OLDER
AlphaCentric Advisors LLC$100M AUM0.14%$135,83024.5KQ1 2026OLDER
Longaeva Partners L.P.$2.7B AUM0.13%$3M620.4KQ1 2026OLDER
KENNEDY CAPITAL MANAGEMENT LLC$4.7B AUM0.11%$5M912.3KQ1 2026OLDER
Cinctive Capital Management LP$1.5B AUM0.10%$1M268.6KQ1 2026OLDER
Landing Point Financial Group, LLC$206M AUM0.09%$175,19834.9KQ4 2025OLDER
Virtus Investment Advisers, LLC$363M AUM0.08%$303,95854.9KQ1 2026OLDER
EntryPoint Capital, LLC$341M AUM0.08%$284,87251.4KQ1 2026OLDER
Y-Intercept (Hong Kong) Ltd$5.1B AUM0.08%$4M734.6KQ2 2026
Hennion & Walsh Asset Management, Inc.$3.5B AUM0.08%$3M507.1KQ2 2026
Scientech Research LLC$120M AUM0.08%$95,93117.3KQ1 2026OLDER
Forefront Analytics, LLC$110M AUM0.07%$78,89014.2KQ1 2026OLDER
SummitTX Capital, L.P.$3.2B AUM0.07%$2M438.5KQ4 2025OLDER
nVerses Capital, LLC$110M AUM0.06%$65,90911.9KQ1 2026OLDER
Woodline Partners LP$26.4B AUM0.05%$13M2.34MQ1 2026OLDER
Point72 Europe (London) LLP$2.0B AUM0.05%$923,726302.9KQ3 2025OLDER
AXQ CAPITAL, LP$777M AUM0.04%$322,34558.2KQ1 2026OLDER
Candriam S.C.A.$20.1B AUM0.04%$8M2.53MQ3 2025OLDER
DEERFIELD MANAGEMENT COMPANY, L.P.$8.5B AUM0.04%$3M583.9KQ1 2026OLDER
ADAGE CAPITAL PARTNERS GP, L.L.C.$64.8B AUM0.04%$24M4.30MQ1 2026OLDER
Allegheny Financial Group$742M AUM0.03%$237,66642.9KQ1 2026OLDER
Susquehanna Portfolio Strategies, LLC$6.7B AUM0.03%$2M360.3KQ1 2026OLDER
BALYASNY ASSET MANAGEMENT L.P.$77.1B AUM0.03%$22M3.89MQ1 2026OLDER
J. Goldman & Co LP$3.4B AUM0.03%$946,326170.8KQ1 2026OLDER
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$8.8B AUM0.03%$2M416.7KQ1 2026OLDER
China Universal Asset Management Co., Ltd.$1.3B AUM0.02%$319,56457.7KQ1 2026OLDER
Quarry LP$558M AUM0.02%$117,72521.3KQ1 2026OLDER
Forefront Wealth Partners, LLC$239M AUM0.02%$82,43227.0KQ3 2025OLDER
Qube Research & Technologies Ltd$89.9B AUM0.02%$17M3.11MQ1 2026OLDER
PROFUND ADVISORS LLC$2.7B AUM0.02%$503,91391.0KQ1 2026OLDER
ADAR1 Capital Management, LLC$1.7B AUM0.02%$304,70055.0KQ1 2026OLDER
Caption Management, LLC$17.1B AUM0.02%$2M489.2KQ4 2025OLDER
Trexquant Investment LP$13.9B AUM0.02%$2M403.7KQ1 2026OLDER
FOX RUN MANAGEMENT, L.L.C.$572M AUM0.02%$87,68317.7KQ1 2026OLDER
MIRABELLA FINANCIAL SERVICES LLP$1.1B AUM0.02%$159,21428.7KQ1 2026OLDER
Balefire, LLC$613M AUM0.01%$85,71315.0KQ2 2026
BIT Capital GmbH$2.1B AUM0.01%$277,00050.0KQ1 2026OLDER
Point72 Asset Management, L.P.$78.1B AUM0.01%$10M1.87MQ1 2026OLDER
Pale Fire Capital SE$1.1B AUM0.01%$193,77238.6KQ4 2025OLDER
Abel Hall, LLC$469M AUM0.01%$60,50210.9KQ1 2026OLDER
Engineers Gate Manager LP$8.0B AUM0.01%$964,741174.1KQ1 2026OLDER
BOOTHBAY FUND MANAGEMENT, LLC$7.7B AUM0.01%$920,549166.2KQ1 2026OLDER
BRIDGEWAY CAPITAL MANAGEMENT, LLC$5.0B AUM0.01%$541,81297.8KQ1 2026OLDER
VOLORIDGE INVESTMENT MANAGEMENT, LLC$25.0B AUM0.01%$3M462.1KQ1 2026OLDER
MATAURO, LLC$692M AUM0.01%$62,74520.6KQ3 2025OLDER
PRELUDE CAPITAL MANAGEMENT, LLC$1.3B AUM0.01%$122,98822.2KQ1 2026OLDER
J. Safra Sarasin Holding AG$5.9B AUM0.01%$501,29890.5KQ1 2026OLDER
Harbor Advisors LLC$692M AUM0.01%$55,40010.0KQ1 2026OLDER
XTX Topco Ltd$5.8B AUM0.01%$445,94280.5KQ1 2026OLDER
Jump Financial, LLC$7.5B AUM0.01%$616,747122.9KQ4 2025OLDER
LANDSCAPE CAPITAL MANAGEMENT, L.L.C.$1.6B AUM0.01%$119,17621.5KQ1 2026OLDER
Atom Investors LP$1.4B AUM0.01%$92,88230.5KQ3 2025OLDER
Coastal Bridge Advisors, LLC$1.4B AUM0.01%$94,18017.0KQ1 2026OLDER
Ensign Peak Advisors, Inc$53.7B AUM0.01%$3M625.1KQ1 2026OLDER
Nuveen, LLC$369.3B AUM0.01%$24M4.25MQ1 2026OLDER
SCS Capital Management LLC$9.4B AUM0.01%$548,46099.0KQ1 2026OLDER
Trask Adam Roland$106M AUM0.01%$5,5401.0KQ1 2026OLDER
IEQ CAPITAL, LLC$21.5B AUM0.01%$1M195.8KQ1 2026OLDER
Schonfeld Strategic Advisors LLC$14.2B AUM0.00%$682,981123.3KQ1 2026OLDER
MARSHALL WACE, LLP$100.4B AUM0.00%$5M861.5KQ1 2026OLDER
RENAISSANCE TECHNOLOGIES LLC$63.9B AUM0.00%$3M544.3KQ1 2026OLDER
WINTON GROUP Ltd$2.9B AUM0.00%$133,51424.1KQ1 2026OLDER
Shay Capital LLC$1.2B AUM0.00%$55,40010.0KQ1 2026OLDER
Rafferty Asset Management, LLC$24.6B AUM0.00%$1M203.3KQ1 2026OLDER
AMERIPRISE FINANCIAL INC$431.8B AUM0.00%$19M3.45MQ1 2026OLDER
Russell Investments Group, Ltd.$93.1B AUM0.00%$4M711.4KQ1 2026OLDER
E Fund Management Co., Ltd.$3.4B AUM0.00%$141,55825.6KQ1 2026OLDER
DRW Securities, LLC$7.2B AUM0.00%$301,84154.5KQ1 2026OLDER
SBI Securities Co., Ltd.$3.6B AUM0.00%$128,66723.2KQ1 2026OLDER
49 WEALTH MANAGEMENT, LLC$1.3B AUM0.00%$36,85312.1KQ3 2025OLDER
JACOBS LEVY EQUITY MANAGEMENT, INC$23.8B AUM0.00%$825,133148.9KQ1 2026OLDER
FMR LLC$1.90T AUM0.00%$59M10.64MQ1 2026OLDER
Brevan Howard Capital Management LP$11.3B AUM0.00%$323,71958.4KQ1 2026OLDER
MILLENNIUM MANAGEMENT LLC$240.3B AUM0.00%$7M1.24MQ1 2026OLDER
CITIZENS FINANCIAL GROUP INC/RI$7.2B AUM0.00%$200,80040.0KQ4 2025OLDER
POLEN CAPITAL MANAGEMENT LLC$14.5B AUM0.00%$388,64270.2KQ1 2026OLDER
D. E. Shaw & Co., Inc.$166.3B AUM0.00%$4M702.8KQ1 2026OLDER
TWO SIGMA INVESTMENTS, LP$123.9B AUM0.00%$3M471.4KQ1 2026OLDER
MetLife Investment Management, LLC$19.6B AUM0.00%$401,34072.4KQ1 2026OLDER
AQR CAPITAL MANAGEMENT LLC$218.4B AUM0.00%$4M777.3KQ1 2026OLDER
Ameritas Investment Partners, Inc.$3.3B AUM0.00%$59,77710.8KQ1 2026OLDER
Tower Research Capital LLC (TRC)$3.8B AUM0.00%$70,23112.7KQ1 2026OLDER
DnB Asset Management AS$28.0B AUM0.00%$490,93888.6KQ1 2026OLDER
BANK OF AMERICA CORP /DE/$1.37T AUM0.00%$24M4.26MQ1 2026OLDER
Police & Firemen's Retirement System of New Jersey$11.7B AUM0.00%$199,59536.0KQ1 2026OLDER
MASSACHUSETTS FINANCIAL SERVICES CO /MA/$297.5B AUM0.00%$5M903.4KQ1 2026OLDER
INTECH INVESTMENT MANAGEMENT LLC$10.2B AUM0.00%$165,80729.9KQ1 2026OLDER
GOLDMAN SACHS GROUP INC$870.9B AUM0.00%$12M2.15MQ1 2026OLDER
LOS ANGELES CAPITAL MANAGEMENT LLC$25.4B AUM0.00%$343,88562.1KQ1 2026OLDER
STATE STREET CORP$2.90T AUM0.00%$38M6.92MQ1 2026OLDER
VANGUARD FIDUCIARY TRUST CO$396.1B AUM0.00%$5M888.6KQ1 2026OLDER
STRS OHIO$25.2B AUM0.00%$307,47055.5KQ1 2026OLDER
Connor, Clark & Lunn Investment Management Ltd.$43.4B AUM0.00%$513,59792.7KQ1 2026OLDER
GEODE CAPITAL MANAGEMENT, LLC$1.61T AUM0.00%$19M3.38MQ1 2026OLDER
Quadrature Capital Ltd$8.4B AUM0.00%$93,64316.9KQ1 2026OLDER
Man Group plc$55.1B AUM0.00%$605,090109.2KQ1 2026OLDER
UBS Group AG$666.3B AUM0.00%$7M1.30MQ1 2026OLDER
DIMENSIONAL FUND ADVISORS LP$481.4B AUM0.00%$5M924.1KQ1 2026OLDER
Arizona State Retirement System$17.1B AUM0.00%$181,45232.8KQ1 2026OLDER
BlackRock, Inc.$5.72T AUM0.00%$61M10.94MQ1 2026OLDER
SEI INVESTMENTS CO$108.4B AUM0.00%$1M203.2KQ1 2026OLDER
DEUTSCHE BANK AG\$302.7B AUM0.00%$3M562.2KQ1 2026OLDER
CHARLES SCHWAB INVESTMENT MANAGEMENT INC$654.5B AUM0.00%$6M1.10MQ1 2026OLDER
State of New Jersey Common Pension Fund D$25.9B AUM0.00%$225,77240.8KQ1 2026OLDER
MORGAN STANLEY$1.67T AUM0.00%$14M2.86MQ1 2026OLDER
Caitong International Asset Management Co., Ltd$541M AUM0.00%$4,626835Q1 2026OLDER
VANGUARD CAPITAL MANAGEMENT LLC$4.04T AUM0.00%$33M5.96MQ1 2026OLDER
ALPS ADVISORS INC$21.3B AUM0.00%$146,03147.9KQ3 2025OLDER
Magnetar Financial LLC$9.8B AUM0.00%$78,69614.2KQ1 2026OLDER
NORTHERN TRUST CORP$756.6B AUM0.00%$6M1.09MQ1 2026OLDER
CITADEL ADVISORS LLC$618.5B AUM0.00%$5M887.3KQ1 2026OLDER
Geneos Wealth Management Inc.$4.3B AUM0.00%$33,2406.0KQ1 2026OLDER
CAPTRUST FINANCIAL ADVISORS$57.3B AUM0.00%$438,61379.2KQ1 2026OLDER
RHUMBLINE ADVISERS$116.9B AUM0.00%$884,563159.7KQ1 2026OLDER
Swiss National Bank$173.8B AUM0.00%$1M236.0KQ1 2026OLDER
WELLS FARGO & COMPANY/MN$530.3B AUM0.00%$4M698.7KQ2 2026
Vanguard Personalized Indexing Management, LLC$10.2B AUM0.00%$71,66512.9KQ1 2026OLDER
BNP PARIBAS FINANCIAL MARKETS$205.8B AUM0.00%$1M255.4KQ1 2026OLDER
HighMark Wealth Management LLC$246M AUM0.00%$1,662300Q1 2026OLDER
ExodusPoint Capital Management, LP$12.6B AUM0.00%$82,75714.9KQ1 2026OLDER
Zurcher Kantonalbank (Zurich Cantonalbank)$46.0B AUM0.00%$298,42353.9KQ1 2026OLDER
COMERICA BANK$25.1B AUM0.00%$162,43232.4KQ4 2025OLDER
Invesco Ltd.$653.3B AUM0.00%$4M763.0KQ1 2026OLDER
MANUFACTURERS LIFE INSURANCE COMPANY, THE$116.3B AUM0.00%$746,714134.8KQ1 2026OLDER
STATE OF WISCONSIN INVESTMENT BOARD$43.7B AUM0.00%$275,59349.7KQ1 2026OLDER
CWM, LLC$38.1B AUM0.00%$219,67239.7KQ1 2026OLDER
KLP KAPITALFORVALTNING AS$25.5B AUM0.00%$145,70226.3KQ1 2026OLDER
Vanguard Investments Australia, Ltd.$34.6B AUM0.00%$194,08835.0KQ1 2026OLDER
VANGUARD GROUP INC$6.90T AUM0.00%$39M7.75MQ4 2025OLDER
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$73.7B AUM0.00%$414,11076.3KQ1 2026OLDER
WELLINGTON MANAGEMENT GROUP LLP$535.5B AUM0.00%$3M521.4KQ1 2026OLDER
Lido Advisors, LLC$32.7B AUM0.00%$171,74031.0KQ1 2026OLDER
True Wealth Design, LLC$360M AUM0.00%$1,784322Q1 2026OLDER
Sterling Capital Management LLC$5.3B AUM0.00%$24,1994.4KQ1 2026OLDER
Integrated Wealth Concepts LLC$12.5B AUM0.00%$56,68510.2KQ1 2026OLDER
Squarepoint Ops LLC$85.1B AUM0.00%$376,47668.0KQ1 2026OLDER
Merit Financial Group, LLC$13.5B AUM0.00%$59,52710.7KQ1 2026OLDER
XPONANCE LLC$14.1B AUM0.00%$62,08111.2KQ1 2026OLDER
VANGUARD PORTFOLIO MANAGEMENT LLC$1.91T AUM0.00%$8M1.48MQ1 2026OLDER
VICTORY CAPITAL MANAGEMENT INC$156.1B AUM0.00%$640,019115.5KQ1 2026OLDER
Bank of New York Mellon Corp$543.9B AUM0.00%$2M395.0KQ1 2026OLDER
VANGUARD ASSET MANAGEMENT, Ltd$117.0B AUM0.00%$440,35279.5KQ1 2026OLDER
FIFTH THIRD BANCORP$54.7B AUM0.00%$196,10535.4KQ1 2026OLDER
Larson Financial Group LLC$3.1B AUM0.00%$11,1692.0KQ1 2026OLDER
TEACHER RETIREMENT SYSTEM OF TEXAS$24.0B AUM0.00%$83,64915.1KQ1 2026OLDER
Mariner, LLC$85.7B AUM0.00%$294,76553.2KQ1 2026OLDER
Cubist Systematic Strategies, LLC$21.0B AUM0.00%$69,45122.8KQ3 2025OLDER
GF FUND MANAGEMENT CO. LTD.$6.0B AUM0.00%$17,9163.2KQ1 2026OLDER
SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM0.00%$3M457.5KQ1 2026OLDER
Vontobel Holding Ltd.$29.1B AUM0.00%$80,39114.5KQ1 2026OLDER
PRICE T ROWE ASSOCIATES INC /MD/$865M AUM0.00%$2,376428.7KQ1 2026OLDER
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM0.00%$120,62621.9KQ1 2026OLDER
NEW YORK STATE COMMON RETIREMENT FUND$71.6B AUM0.00%$163,80729.6KQ1 2026OLDER
Savant Capital, LLC$20.7B AUM0.00%$39,94013.1KQ3 2025OLDER
ProShare Advisors LLC$67.5B AUM0.00%$141,79725.6KQ1 2026OLDER
Physician Wealth Advisors, Inc.$719M AUM0.00%$1,491269Q1 2026OLDER
Essential Partners LLC$250M AUM0.00%$485202Q1 2026OLDER
ALLIANCEBERNSTEIN L.P.$308.8B AUM0.00%$597,631119.0KQ1 2026OLDER
Creative Planning$147.4B AUM0.00%$254,41345.9KQ1 2026OLDER
CIBC Bancorp USA Inc.$74.4B AUM0.00%$31,13410.2KQ3 2025OLDER
Vanguard Global Advisers, LLC$186.5B AUM0.00%$299,45954.1KQ1 2026OLDER
Janus Henderson Group Ltd.$209.4B AUM0.00%$327,71059.1KQ1 2026OLDER
Corient Private Wealth LLC$69.9B AUM0.00%$109,16119.7KQ1 2026OLDER
MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM0.00%$103,67618.7KQ1 2026OLDER
NISA INVESTMENT ADVISORS, LLC$27.0B AUM0.00%$41,0687.4KQ1 2026OLDER
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM0.00%$723,784130.6KQ1 2026OLDER
CANADA PENSION PLAN INVESTMENT BOARD$155.0B AUM0.00%$226,03240.8KQ1 2026OLDER
Cerity Partners LLC$70.8B AUM0.00%$99,60318.0KQ1 2026OLDER
PRUDENTIAL FINANCIAL INC$81.2B AUM0.00%$111,79720.2KQ1 2026OLDER
VOYA INVESTMENT MANAGEMENT LLC$96.1B AUM0.00%$123,13822.2KQ1 2026OLDER
ROTHSCHILD INVESTMENT LLC$1.9B AUM0.00%$2,421437Q1 2026OLDER
GROUP ONE TRADING LLC$52.2B AUM0.00%$71,20414.2KQ4 2025OLDER
GAMMA Investing LLC$2.7B AUM0.00%$3,255570Q2 2026
Fortitude Family Office, LLC$448M AUM0.00%$48287Q1 2026OLDER
JPMORGAN CHASE & CO$1.56T AUM0.00%$2M323.9KQ1 2026OLDER
Legal & General Group Plc$432.4B AUM0.00%$443,45480.0KQ1 2026OLDER
TD ASSET MANAGEMENT INC$123.2B AUM0.00%$126,09022.8KQ1 2026OLDER
EverSource Wealth Advisors, LLC$3.3B AUM0.00%$3,274591Q1 2026OLDER
Pictet Asset Management Holding SA$94.8B AUM0.00%$92,52416.7KQ1 2026OLDER
Arax Advisory Partners$3.5B AUM0.00%$3,258588Q1 2026OLDER
IFP Advisors, Inc$4.8B AUM0.00%$3,573645Q1 2026OLDER
CITIGROUP INC$234.5B AUM0.00%$170,72630.8KQ1 2026OLDER
Quantbot Technologies LP$2.4B AUM0.00%$1,706308Q1 2026OLDER
Farther Finance Advisors, LLC$10.6B AUM0.00%$7,3161.4KQ1 2026OLDER
JANE STREET GROUP, LLC$777.2B AUM0.00%$516,99393.3KQ1 2026OLDER
HSBC HOLDINGS PLC$191.6B AUM0.00%$78,06325.7KQ3 2025OLDER
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM$94.5B AUM0.00%$39,7387.2KQ1 2026OLDER
Sunbelt Securities, Inc.$1.6B AUM0.00%$609110Q1 2026OLDER
AMERICAN CENTURY COMPANIES INC$194.3B AUM0.00%$69,04512.5KQ1 2026OLDER
RAYMOND JAMES FINANCIAL INC$324.4B AUM0.00%$107,30419.4KQ1 2026OLDER
BARCLAYS PLC$416.3B AUM0.00%$134,57124.3KQ1 2026OLDER
SIMPLEX TRADING, LLC$149.1B AUM0.00%$51,54510.3KQ4 2025OLDER
MAI Capital Management$17.7B AUM0.00%$4,405795Q1 2026OLDER
Root Financial Partners, LLC$2.2B AUM0.00%$52194Q1 2026OLDER
Allworth Financial LP$24.7B AUM0.00%$5,8781.1KQ1 2026OLDER
Stone House Investment Management, LLC$558M AUM0.00%$11120Q1 2026OLDER
LPL Financial LLC$376.6B AUM0.00%$73,20613.2KQ1 2026OLDER
JPL Wealth Management, LLC$435M AUM0.00%$7313Q1 2026OLDER
Rockefeller Capital Management L.P.$56.4B AUM0.00%$9,2071.7KQ1 2026OLDER
BNP Paribas Asset Management Holding S.A.$86.1B AUM0.00%$13,1132.4KQ1 2026OLDER
Clearstead Advisors, LLC$10.9B AUM0.00%$1,083355Q3 2025OLDER
Mirae Asset Global Investments Co., Ltd.$299.3B AUM0.00%$41,8217.5KQ1 2026OLDER
SJS Investment Consulting Inc.$819M AUM0.00%$9517Q1 2026OLDER
OSAIC HOLDINGS, INC.$68.3B AUM0.00%$7,0301.3KQ1 2026OLDER
JONES FINANCIAL COMPANIES LLLP$208.1B AUM0.00%$17,8253.6KQ1 2026OLDER
FEDERATED HERMES, INC.$61.5B AUM0.00%$4,172753Q1 2026OLDER
Daiwa Securities Group Inc.$34.8B AUM0.00%$2352Q4 2025OLDER
PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM0.00%$6,2711.1KQ1 2026OLDER
ASSETMARK, INC$49.0B AUM0.00%$1,672333Q4 2025OLDER
Optiver Holding B.V.$289.5B AUM0.00%$6,2161.1KQ2 2026
Advisory Services Network, LLC$7.5B AUM0.00%$12723Q1 2026OLDER
ROYAL BANK OF CANADA$570.1B AUM0.00%$6,0001.2KQ1 2026OLDER
US BANCORP \DE\$82.4B AUM0.00%$42777Q1 2026OLDER
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM0.00%$204Q4 2025OLDER

Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.